Moving Securities

Lynne Davies's Avatar

Lynne Davies

15 Nov, 2019 08:07 PM

Is it possible to move one security from one account to another? I can see that I can sell and transfer the cash but then have to add a buy transaction in the second account.

  1. 1 Posted by dwg on 15 Nov, 2019 08:09 PM

    dwg's Avatar

    I'm a fellow user.

    There is no mechanism in Moneydance to do this.

    It is necessary to enter a sale of the security at cost price in the existing account move the funds to the new account and then do a buy in the new account, again at cost price.

  2. System closed this discussion on 14 Feb, 2020 08:10 PM.

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